Great tool for simple cash flow management, and even better to get rid of manual Excel tracking!

Wöchentlich für 6-12 Monate genutzt

Bewertet am 2.5.2018

Quelle der Bewertung: Capterra

Better cash flow overview, minimizes the need for Excel.

Vorteile

Float easily integrates with Xero, allows you to easily configure which banks get synced for display purposes, and provides excellent insight into the sources of cash and also where cash is being spent.

The invoices due and bills to pay reports are an easy way to access overdue bills and invoices without clicking through the accounting system.

This is ideal for anyone who wants to get an idea of their cash flow history and projections.

Nachteile

The product would be infinitely better if it supported multi-currency accounts, especially with more businesses holding more than 1 currency. Currently, details on cash is based on GL accounts. It might be way more usable if it gave us the option to view this from a customer/vendor name perspective, since we plan our cash flow on that basis, rather than by the GL account.

The concept with this program is so excellent, and I am holding out on new features being released that totally eliminate the need for other products (such as Excel) for tracking and projecting cash flow. If Float can make that leap, it'll easily be the #1 cash flow app.

Simple software with amazing features

Wöchentlich für Mehr als 1 Jahr genutzt

Bewertet am 28.8.2018

Quelle der Bewertung: Capterra

Vorteile

I mainly use Float for its forecasting or “what if” scenarios feature. Float is one of the software that offers this feature. It is a feature that most f of our clients looks forward to. Float can also integrate well with QuickBook and Xero, another accounting software my team and I use. The software together is seamless.

Nachteile

The inability to use more than one type of currency is a difficulty most of the times. But it is all tolerable, given the feature of the software.

easy to forecast based on your real data in Xero, scenarios allow testing of different events

Wöchentlich für Mehr als 1 Jahr genutzt

Bewertet am 1.5.2018

Quelle der Bewertung: Capterra

able to see cashflow, which helps with investments and dividends

Vorteile

The sync with Xero means I don't need to worry about losing transactions, and can quickly compare forecast with actuals.
The scenarios tool enables me to examine whatif for any ledger/ sales or expense.
The weekly email tells you how much cash you have in the business too.

Nachteile

It's a little fun to setup, but you only have to do that once. Tweeking the budget is easy.
Perhaps an app.

my experience with float has been little but quite pleasant, since it allows to take control of the

Täglich für 1-5 Monate genutzt

Bewertet am 4.5.2018

Quelle der Bewertung: Capterra

Vorteile

what I like the most is its integration with quickbooks and how easy it is to see the arrears with payments to suppliers as well as customer charges, it makes us see that attack immediately and also allows us to see the details of the transactions when we click on a transaction in the cash flow

Nachteile

what I like the least is what it takes updating by giving it the refresh button, I think it's a slow nose if it is for the data handled but I would like it to be faster

Simple and Task-Specific

Monatlich für Mehr als 1 Jahr genutzt

Bewertet am 30.8.2018

Quelle der Bewertung: Capterra

Vorteile

Float focuses more on budget management and financial reporting. Our team uses it specifically for that. Because it is non-complex, it does not experience much lag time. It works fast and efficiently. Saves our team a lot of time rather than manually calculating budgets for supplies or manually creating financial reports. It is simple and helpful.

Nachteile

Supports one type of currency only. Although multi-currency is rarely done in our company, there are still exchanges that are multi-currency.

Float takes the worry out of cashflow

Bewertet am 25.2.2016

Quelle der Bewertung: Capterra

My experience with Float has been great. The software does what it's supposed to do, and the customer service is fantastic.

Having used spreadsheets to run cashflow management for years, this software was a breath of fresh air. Not only does it sync really well with my bookkeeping software keeping the data accurate, it also makes it a breeze to check my business's cash position now and in the future. Being able to run different scenarios quickly is a massive time saver.

Game-changing

Wöchentlich für 1-5 Monate genutzt

Bewertet am 5.11.2018

Quelle der Bewertung: Capterra

This is a game-changer for accountant-type roles who want to show budgets and projections to people who may need more visual interest than the usual budget spreadsheets that CFO's are working with. On top of that, the Float team is very responsive, friendly, and helpful!

Vorteile

It's very sleek, fast, and user-friendly. The interface is great, the syncing is flawless.

Excellent software

Bewertet am 25.2.2016

Quelle der Bewertung: Capterra

Float is an excellent piece of software. We use it in conjunction with FreeAgent to forecast our sales and expenditure. The clarity and foresight it gives us is fantastic and we couldn't live without it.